| Cook Wealth, LLC | 0001910185 | May 10, 2024 | 55 | $166.3M |
| CV Advisors LLC | 0001872254 | May 3, 2024 | 21 | $166.3M |
| Global Assets Advisory, LLC | 0001942932 | Apr 12, 2024 | 551 | $166.2M |
| Brightline Capital Management, LLC | 0001432450 | May 14, 2024 | 15 | $166.2M |
| Cetera Trust Company, N.A | 0002005547 | May 8, 2024 | 414 | $166.2M |
| Security National Bank of So Dak | 0001105909 | May 13, 2024 | 97 | $166.2M |
| R. W. Roge & Company, Inc. | 0001800745 | May 3, 2024 | 46 | $166.1M |
| Enterprise Financial Services Corp | 0001025835 | May 14, 2024 | 161 | $166.1M |
| Capricorn Fund Managers Ltd | 0001901361 | Apr 12, 2024 | 56 | $166.1M |
| Dopkins Wealth Management, LLC | 0001904152 | May 6, 2024 | 84 | $166.0M |
| Alternative Investment Advisors, LLC. | 0002009486 | Dec 11, 2024 | 44 | $166.0M |
| AlphaQ Advisors LLC | 0001965649 | May 2, 2024 | 159 | $166.0M |
| CCG Wealth Management, LLC | 0001771169 | Apr 18, 2024 | 71 | $166.0M |
| Graphene Investments SAS | 0001965776 | Apr 19, 2024 | 45 | $165.9M |
| New Age Alpha Advisors, LLC | 0001764807 | May 13, 2024 | 33 | $165.9M |
| DCF Advisers, LLC | 0001802493 | May 15, 2024 | 72 | $165.9M |
| AlphaCentric Advisors LLC | 0001913464 | Apr 24, 2024 | 228 | $165.8M |
| Aspire Wealth Management Corp | 0001916412 | Apr 29, 2024 | 187 | $165.7M |
| Cottage Street Advisors LLC | 0001665302 | Apr 22, 2024 | 91 | $165.7M |
| 626 Financial, LLC | 0001911035 | Apr 18, 2024 | 106 | $165.5M |
| IMPACTfolio, LLC | 0001896447 | Apr 1, 2024 | 35 | $165.5M |
| Alpha Family Trust | 0001568991 | May 9, 2024 | 155 | $165.3M |
| FNY Investment Advisers, LLC | 0001742998 | May 3, 2024 | 670 | $165.3M |
| Northstar Advisory Group, LLC | 0001816000 | May 13, 2024 | 91 | $165.3M |
| Visa Foundation | 0001709478 | May 8, 2024 | 1 | $165.3M |
| Round Hill Asset Management | 0001696438 | May 13, 2024 | 60 | $165.2M |
| Berkeley, Inc | 0002051965 | Mar 28, 2025 | 68 | $165.2M |
| Motive Wealth Advisors | 0001877093 | May 6, 2024 | 71 | $165.2M |
| Choice Wealth Advisors LLC | 0001842357 | Apr 18, 2024 | 26 | $165.1M |
| Seldon Capital LP | 0001867731 | May 14, 2024 | 58 | $165.1M |
| Crown Advisors Management, Inc. | 0001733248 | May 10, 2024 | 43 | $165.1M |
| Resolute Wealth Strategies, LLC | 0001973981 | May 14, 2024 | 94 | $165.1M |
| Inherent Group, LP | 0001749824 | May 15, 2024 | 12 | $165.0M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | May 15, 2024 | 28 | $165.0M |
| Forte Asset Management LLC | 0001927129 | May 3, 2024 | 58 | $165.0M |
| Dalton Investments, Inc. | 0001388838 | May 15, 2024 | 27 | $165.0M |
| Sound Stewardship, LLC | 0001998101 | May 8, 2024 | 61 | $164.9M |
| Southern Capital Advisors, LLC | 0001909249 | May 3, 2024 | 71 | $164.7M |
| Highland Peak Capital, LLC | 0001961320 | May 9, 2024 | 16 | $164.7M |
| Bowman & Co S.C. | 0001906275 | Apr 15, 2024 | 100 | $164.7M |
| Coombe, Bender & Co LLC | 0001812902 | Apr 30, 2024 | 75 | $164.6M |
| Everpar Advisors LLC | 0002010410 | Apr 22, 2024 | 232 | $164.5M |
| Wealth Advisors of Iowa, LLC | 0001803005 | May 7, 2024 | 63 | $164.4M |
| Marmo Financial Group, LLC | 0001964829 | Apr 22, 2024 | 28 | $164.4M |
| Stonebridge Advisors LLC | 0001367441 | Sep 5, 2024 | 4 | $164.4M |
| Regis Acquisition Inc. | 0001984125 | May 14, 2024 | 41 | $164.4M |
| Atle Fund Management AB | 0001381843 | Apr 25, 2024 | 44 | $164.4M |
| Patron Partners, LLC | 0001841768 | May 2, 2024 | 173 | $164.3M |
| Peak Financial Advisors LLC | 0001843309 | Apr 12, 2024 | 68 | $164.2M |
| ELCO Management Co., LLC | 0001690717 | May 14, 2024 | 154 | $164.2M |
| Whitefort Capital Management, LP | 0001884931 | May 15, 2024 | 19 | $164.2M |
| Phoenix Wealth Advisors | 0001842362 | Apr 26, 2024 | 112 | $164.2M |
| Lavaca Capital LLC | 0001641447 | May 15, 2024 | 75 | $164.0M |
| Sciencast Management LP | 0001653169 | May 6, 2024 | 203 | $164.0M |
| Glass Wealth Management Co LLC | 0002017692 | May 1, 2024 | 62 | $163.9M |
| 13D Management LLC | 0001600133 | May 15, 2024 | 28 | $163.8M |
| Painted Porch Advisors LLC | 0002024585 | Oct 22, 2024 | 64 | $163.6M |
| Iams Wealth Management, LLC | 0001998182 | Apr 18, 2024 | 114 | $163.6M |
| Pointe Capital Management LLC | 0001640335 | May 7, 2024 | 160 | $163.5M |
| Ivy Lane Capital Management, LLC | 0001839851 | May 13, 2024 | 12 | $163.5M |
| Saranac Partners Ltd | 0002098745 | Feb 2, 2026 | 80 | $163.3M |
| Minerva Advisors LLC | 0001541536 | May 14, 2024 | 59 | $163.3M |
| Ionic Capital Management LLC | 0001386462 | May 15, 2024 | 114 | $163.3M |
| Western Financial Corp | 0001954480 | Apr 24, 2024 | 114 | $163.2M |
| Lagoda Investment Management, L.P. | 0001632108 | May 15, 2024 | 40 | $163.0M |
| Argus Investors' Counsel, Inc. | 0000007195 | Apr 25, 2024 | 108 | $162.9M |
| Urban Financial Advisory Corp | 0002005378 | May 9, 2024 | 25 | $162.9M |
| Mizuho Markets Cayman LP | 0001803149 | May 10, 2024 | 36 | $162.9M |
| Ted Buchan & Co | 0002033413 | Sep 6, 2024 | 89 | $162.8M |
| Arcadia Wealth Management, LLC | 0001964226 | May 8, 2024 | 57 | $162.6M |
| Friedenthal Financial | 0001598611 | Apr 25, 2024 | 221 | $162.5M |
| Worth Asset Management, LLC | 0001927285 | Apr 12, 2024 | 117 | $162.5M |
| RCS Financial Planning, LLC | 0001963347 | Apr 26, 2024 | 69 | $162.5M |
| McCarthy Asset Management, Inc. | 0001843169 | May 9, 2024 | 39 | $162.5M |
| Eq LLC | 0001757605 | May 7, 2024 | 52 | $162.3M |
| Cox Capital Mgt LLC | 0001748728 | Apr 10, 2024 | 70 | $162.2M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | May 2, 2024 | 50 | $162.1M |
| Baron Financial Group, LLC | 0001832093 | Apr 30, 2024 | 50 | $162.1M |
| MBE Wealth Management, LLC | 0001775850 | Apr 22, 2024 | 92 | $161.9M |
| Crestwood Capital Management, L.P. | 0001468395 | May 13, 2024 | 16 | $161.9M |
| Prosperity Financial Group, Inc. | 0001991334 | May 15, 2024 | 146 | $161.9M |
| Bromfield Sneider Wealth Advisors | 0001891795 | Apr 10, 2024 | 104 | $161.8M |
| Metavasi Capital LP | 0001864835 | May 15, 2024 | 27 | $161.7M |
| Onyx Financial Advisors, LLC | 0001957840 | Apr 16, 2024 | 15 | $161.7M |
| MN Wealth Advisors, LLC | 0001992972 | Apr 30, 2024 | 90 | $161.6M |
| Herbst Group, LLC | 0001909319 | Apr 22, 2024 | 63 | $161.6M |
| Boulder Wealth Advisors, LLC | 0001874080 | Dec 3, 2024 | 23 | $161.5M |
| HighMark Wealth Management LLC | 0001802451 | Apr 29, 2024 | 567 | $161.5M |
| Family CFO Inc | 0001911695 | Apr 17, 2024 | 64 | $161.4M |
| Penbrook Management LLC | 0001381055 | Apr 18, 2024 | 102 | $161.3M |
| Albert D Mason Inc. | 0001169318 | Apr 24, 2024 | 156 | $161.3M |
| Kessler Investment Group, LLC | 0001525947 | Apr 22, 2024 | 191 | $161.2M |
| Intelligent Financial Strategies | 0001911000 | Apr 29, 2024 | 85 | $161.2M |
| Maryland Capital Advisors Inc. | 0001891201 | Apr 11, 2024 | 221 | $161.2M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Apr 22, 2024 | 69 | $161.1M |
| Eight 31 Financial, LLC | 0002011328 | May 15, 2024 | 81 | $161.1M |
| Econ Financial Services Corp | 0001659718 | May 15, 2024 | 83 | $161.1M |
| Woodward Diversified Capital, LLC | 0001846177 | Apr 30, 2024 | 151 | $161.0M |
| Potrero Capital Research LLC | 0001536630 | May 15, 2024 | 25 | $160.9M |
| Indus Capital Partners, LLC | 0001350879 | May 15, 2024 | 5 | $160.9M |